Articles liés à Portfolio Management in Practice: Asset Allocation

Portfolio Management in Practice: Asset Allocation - Couverture souple

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CFA Institute

 
9781119788089: Portfolio Management in Practice: Asset Allocation
Couverture souple
ISBN 10 : 1119788080 ISBN 13 : 9781119788089
Editeur : John Wiley & Sons Inc, 2021

Synopsis

The Asset Allocation Workbook offers a range of practical information and exercises that reinforce the key concepts explored in Portfolio Management in Practice, Volume 2: Asset Allocation. Part of the reputable CFA Institute Investment Series, the workbook is designed to further students' and professionals' hands-on experience with a variety of learning outcomes, summary overview sections, and challenging problems and solutions.

The workbook provides the necessary tools and latest information to help learners advance their skills in this critical facet of portfolio management. Aligning chapter-by-chapter with the main text so readers can easily pair exercises with the appropriate content, this workbook covers:

  • Setting capital market expectations to support the asset allocation process
  • Principles and processes in the asset allocation process, including handling ESG-integration and client-specific constraints
  • Allocation beyond the traditional asset classes to include allocation to alternative investments
  • The role of exchange-traded funds can play in implementing investment strategies

The Asset Allocation Workbook has been compiled by experienced CFA members to give learners world-class examples based on scenarios faced by finance professionals every day. For practice on additional aspects of portfolio management, explore Volume 1: Investment Management, Volume 3: Equity Portfolio Management, and their accompanying workbooks to complete the Portfolio Management in Practice series.

Les informations fournies dans la section « Synopsis » peuvent faire référence à une autre édition de ce titre.

À propos de l'auteur

CFA Institute is the global association of investment professionals that sets the standard for professional excellence and credentials. The organization is a champion for ethical behavior in investment markets and a respected source of knowledge in the global financial community. The end goal: to create an environment where investors' interests come first, markets function at their best, and economies grow. CFA Institute has more than 155,000 members in 165 countries and territories, including 150,000 CFA(R) charterholders, and 148 member societies. For more information, visit www.cfainstitute.org.

Les informations fournies dans la section « A propos du livre » peuvent faire référence à une autre édition de ce titre.

Éditeur
John Wiley & Sons Inc
Date d'édition
2021
Langue
anglais
ISBN 10 
1119788080
ISBN 13 
9781119788089
Reliure
Broché
Nombre de pages
176
Coordonnées du fabricant
non disponible
Personne responsable
non disponible